CF Industries Holdings Inc at BMO Capital Markets Global Farm to Market Conference Transcript

May 17, 2023 / 12:45PM GMT
Joel Jackson - BMO Capital Markets Equity Research - Director of Fertilizer Research & Senior Equity, Fertilizers and Chemicals Research Analyst

So next to do a fireside chat with CF Industries. Of course, it's a leading North American nitrogen producer, been a very hot topic last year, very interesting energy price differentials in the market, lots of volatility on nitrogen prices. So we thought we'd welcome Chris Bohn, CFO; and Bert Frost, who's the Senior VP of Sales, market development and supply chain to talk about the market. So as always, please submit your questions via the app, and I'll integrate them.

Questions and Answers:

Joel Jackson - BMO Capital Markets Equity Research - Director of Fertilizer Research & Senior Equity, Fertilizers and Chemicals Research Analyst

Gentlemen, why did U.S. growers and retailers took a 2-plus quarter holiday -- 2 quarter holiday buying nitrogen in the spring. What happened? Could that change dynamic going forward? What lessons have you learned?

Bert A. Frost - CF Industries
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